+67.5%
SUNC vs VOO
+14.9%
+52.6%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.1% |
| 7D | +4.2% | +0.1% | +4.1% | +4.2% |
| 30D | +10.7% | +0.1% | +10.7% | +10.8% |
| 3M | +19.6% | +2.0% | +17.5% | +20.3% |
| 6M | +37.7% | +13.0% | +24.6% | +41.3% |
| YTD | +69.0% | +13.6% | +55.5% | +73.5% |
| All | +67.5% | +14.9% | +52.6% | +72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling